Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,250 | $102,393-78.3% | $147,041-84.9% | $80,911-72.5% |
| Participation rate | 63.2% | 75.9%-12.7pp | 82.2%-19.0pp | 67.6%-4.5pp |
| Annual return | 13.49% | 134.95%-121.5pp | 419.21%-405.7pp | 35.63%-22.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,630 | $6,647-45.4% | $8,071-55.0% | $4,297-15.5% |
| Admin fee / account holder | $2,200 | $7,943-72.3% | $13,006-83.1% | $6,935-68.3% |